Startup workflow for Tallyfy

Build pitch decks that get investor attention

Most pitch decks lose investors in the first few slides. This workflow guides your team through creating compelling decks that cover what investors actually want to see, in the order they want to see it.

6 steps
2 fields

Run this workflow in Tallyfy

1
Import this template into Tallyfy and assign your founding team and advisors to review and contribute to each section
2
Upload reference materials and examples using Tallyfy's file attachment fields so new team members don't start from scratch
3
Track progress through problem definition, market opportunity, traction, team intro, and the ask using Tallyfy's step-by-step visibility
Import this template into Tallyfy

Process steps

1

Map out your key slides

5 days from previous step
task
Before you start designing anything, sketch out the slides you'll need. Here's what most successful decks cover, roughly in this order:

  1. Company overview - who you are in one sentence
  2. Mission and vision - where you're headed
  3. The team - why you're the ones to do this
  4. The problem - what's broken today
  5. Your solution - how you fix it
  6. Market size - how big the opportunity is
  7. The product - what you've actually built
  8. Customers - who's already using it
  9. Technology - what's under the hood
  10. Competition - who else is trying to solve this
  11. Traction and business model - proof it's working
  12. Marketing plan and financials - how you'll grow
  13. The ask - what you need and what you'll do with it

Don't treat this as a rigid checklist - some decks combine slides or skip sections that aren't relevant yet. But if you're missing more than two of these, investors will notice the gaps.
2

Nail your problem and solution slides

1 day from previous step
task
This is where you win or lose the room. Start with the pain point you're solving - make it feel real and urgent. If an investor can't immediately picture someone suffering from this problem, you've lost them.

Then show your solution and why it's better than what's out there today. Don't just say "we're faster and cheaper" - explain what's genuinely different about your approach. Investors sit through dozens of pitches a week, and they've heard every generic claim.

A good test: can you explain the problem and solution to someone outside your industry in under 60 seconds? If you can't, it's too complicated for a deck. Strip away the jargon, skip the fluff, and get to what actually matters.
3

Prove your market is worth betting on

1 day from previous step
task
Investors won't write a check unless the market is big enough to deliver the returns they need. You've got to show your total addressable market, the segment you're going after first, and how you'll grab share over time.

Here's what actually works: use credible, third-party data sources - not your own spreadsheet math. Bottom-up sizing ("there are X customers who'd pay Y per year") is way more convincing than top-down claims. Nobody believes the "if we just get 1% of a trillion-dollar market" slide anymore. Investors have seen it hundreds of times and it tells them you haven't done the real work.

Be honest about your assumptions. If you're entering a crowded space, explain what's changed that creates an opening right now. Timing matters as much as market size - great markets at the wrong time have killed plenty of startups.
4

Show your traction and numbers

1 day from previous step
task
This is where you prove you're not just talking - you're building something people actually want. Show what you've achieved so far: customers, revenue, growth rate, retention, and whatever metrics matter most for your business.

If you're pre-revenue, that's fine - focus on other signals. Waitlist signups, letters of intent, pilot results, user engagement data. Anything that shows real demand beyond "people told us they'd pay for this."

For your financial projections, be ready to defend every assumption. Investors aren't expecting you to predict the future perfectly, but they're looking at how you think. If your projections show 10x growth but you can't explain where those customers come from, you'll lose credibility fast.

One thing we've seen work well: show your unit economics even if they're not great yet. Investors respect founders who understand their numbers and have a clear plan to improve them. Traction always speaks louder than promises.
5

Show why your team can pull this off

1 day from previous step
task
At the early stage especially, investors aren't just betting on your idea - they're betting on you. This slide needs to answer one question: why is this the team that'll actually make it happen?

Focus on what's directly relevant. If you're building a fintech product and your CTO spent five years at a payments company, that matters. If someone on your team has built and sold a company before, that matters. Don't pad it with generic credentials that don't connect to what you're doing.

Show that your skills are complementary - you don't want three business people and no one who can build the product, or three engineers and nobody who's talked to a customer.

If you've got gaps in your team, don't hide them. Investors will spot them anyway. Instead, be upfront: "We're hiring a VP of Sales in Q2 and here's who we're talking to." That kind of self-awareness actually builds trust rather than undermining it.
6

Make a clear, specific ask

1 day from previous step
task
You'd be surprised how many founders get through a great deck and then fumble the ending. Don't be vague here - tell investors exactly how much you're raising and what you'll do with the money.

Break down the use of funds into clear categories: "40% goes to engineering to ship features X and Y, 30% to sales to hit Z customers, 30% to operations." This shows you've thought carefully about what it takes to reach the next stage.

Explain what milestones this funding will help you hit. Investors want to know what the company looks like 12-18 months from now if things go well. Will you have 100 paying customers? Will you be cash-flow positive? Will you be ready for a Series A?

Have your terms ready in case they ask - valuation, instrument type (SAFE, convertible note, priced round), and any key conditions. You don't need to put this on a slide, but you should be able to answer confidently when it comes up.

End with a clear next step: "We'd love to schedule a follow-up next week to discuss further." Don't leave investors wondering what you actually want from them.

Ready to use this template?

Sign up free and start running this process in minutes.